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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,796 | $78,690-72.3% | $161,489-86.5% | $87,485-75.1% |
| Participation rate | 48.5% | 67.5%-19.0pp | 78.7%-30.2pp | 68.9%-20.4pp |
| Annual return | 16.92% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $601 | $2,588-76.8% | $4,268-85.9% | $2,596-76.8% |
| Participant deferral / active EE | $1,159 | $3,311-65.0% | $5,630-79.4% | $4,274-72.9% |
| Admin fee / account holder | $319 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |